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iShares MSCI USA Min Vol Factor ETF
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Overview Fund Activity

1,122 hedge funds and large institutions have $21.4B invested in iShares MSCI USA Min Vol Factor ETF in 2021 Q4 according to their latest regulatory filings, with 233 funds opening new positions, 379 increasing their positions, 384 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,122
Holders Change
+152
Holders Change %
+15.67%
% of All Funds
17.33%
Holding in Top 10
171
Holding in Top 10 Change
+32
Holding in Top 10 Change %
+23.02%
% of All Funds
2.64%
New
233
Increased
379
Reduced
384
Closed
62
Calls
$4.12M
Puts
$882K
Net Calls
+$3.24M
Net Calls Change
-$18.5M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.12B
2
BlackRock
2
BlackRock
New York
$873M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$110M
4
AWM
4
AE Wealth Management
Kansas
$93.8M
5
RJA
5
Raymond James & Associates
Florida
$2.59B

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$103M
2
CA
2
Cetera Advisors
Colorado
$139M
3
SG Americas Securities
3
SG Americas Securities
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$1.79B
5
GA
5
Gateway Advisory
New Jersey
$53.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
26
Brookstone Capital Management
Illinois
$133M +$3.06M +38,947 +2%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$133M +$3.52M +43,487 +3%
SAM
28
Securian Asset Management
Minnesota
$124M -$5.68M -70,235 -4%
PI
29
PFS Investments
Georgia
$122M +$1.55M +19,144 +1%
Mariner
30
Mariner
Kansas
$122M -$2.43M -30,058 -2%
Two Sigma Investments
31
Two Sigma Investments
New York
$114M +$24.4M +301,500 +27%
Bank of Nova Scotia
32
Bank of Nova Scotia
Ontario, Canada
$110M +$110M +1,357,429 +29,697%
AssetMark Inc
33
AssetMark Inc
California
$107M -$2.8M -34,666 -3%
AWS
34
AJ Wealth Strategies
New York
$104M +$4.62M +57,148 +5%
Allianz Asset Management
35
Allianz Asset Management
Germany
$103M -$62.3M -769,486 -38%
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$96.5M +$31.4M +387,810 +48%
AWM
37
AE Wealth Management
Kansas
$93.8M +$74.7M +923,661 +392%
MML Investors Services
38
MML Investors Services
Massachusetts
$90.4M +$21.6M +266,464 +31%
JIC
39
Johnson Investment Counsel
Ohio
$89.4M -$462K -5,706 -0.5%
IWC
40
Integrated Wealth Concepts
Massachusetts
$86.8M +$7.19M +88,914 +9%
Bank of New York Mellon
41
Bank of New York Mellon
New York
$81.6M +$68M +840,451 +501%
FA
42
Financial Advisors
Massachusetts
$77.6M +$796K +9,839 +1%
GW
43
GW & Wade
Massachusetts
$77.2M -$1.98M -24,458 -2%
LFA
44
Legacy Financial Advisors
Kentucky
$73.1M -$26.6M -328,796 -27%
SP
45
Symmetry Partners
Connecticut
$67.1M +$2.28M +28,152 +4%
PAG
46
Private Advisor Group
New Jersey
$62.7M -$19.8M -244,465 -24%
JPMorgan Chase & Co
47
JPMorgan Chase & Co
New York
$59.3M -$479K -5,923 -0.8%
JPMPWA
48
J.P. Morgan Private Wealth Advisors
California
$56.9M -$1.33M -16,392 -2%
AllianceBernstein
49
AllianceBernstein
Tennessee
$56.1M -$36.3M -448,705 -39%
PAS
50
Park Avenue Securities
New York
$54.5M +$54M +667,227 +10,689%
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